Running discussion on SP, page-6550

All good mate, this is just my limited understanding and perhaps I am unclear from the wording.
I reference this slide where they state it takes 3-4 years from foundry licensing deal until 'their' customer starts mass production.

Are you saying that SKYT have a customer lined up? or have I misunderstood and this general quote is to mean that it takes 3-4 years after foundry sign up before revenue typically comes in.



Given SKYTs current market cap of $321mil (penny stock), no confirmed customers, and roughly over a year out from any speculative revenue from SKYT it looks to be a safe bet on a greater than 50% chance for a cap raise in the coming years?

I'm not trying to be bearish but instead update myself on what the market could be anticipating.